AI Agents for Spreadsheet Automation
WorkAgentic builds AI agents for spreadsheet automation that read incoming Excel and CSV files, map columns to your destination schema, validate the numbers, and consolidate multiple sheets into one clean output, so nobody reformats a spreadsheet by hand before it can be used.
No technical team neededBuilt by CPAs
Book a Free Spreadsheet Automation Review
Spreadsheet Automation
Six spreadsheet tasks your team stops running manually
Each agent reads incoming spreadsheets and prepares the data automatically. No manual column remapping, no retyping totals into another system.
Automatic Spreadsheet Ingestion
- Excel and CSV files read automatically as they arrive, no manual open-and-check step
- Multiple file naming conventions and sources handled without a separate setup each time
- Sheet structure detected on arrival instead of assumed from a fixed template
- Corrupted or unreadable files flagged immediately instead of silently skipped
- Source file kept linked to the processed output for reference
Column Mapping and Standardization
- Columns matched to your destination schema by meaning, not fixed position
- Renamed, reordered, or relabeled columns still mapped correctly
- Date, currency, and number formats standardized automatically across sources
- Mapping rules configured once and applied to every matching file
- New column variations added without rebuilding the whole mapping
Formula and Calculation Validation
- Totals and subtotals checked against the underlying line items
- Broken or missing formulas flagged instead of passed through as blank
- Calculation logic validated against the rules your team already applies
- Rounding and unit mismatches caught before they reach a report
- Discrepancies routed for review with the exact row identified
Multi-Sheet and Workbook Consolidation
- Multiple sheets and workbooks combined into one consistent output
- Sheet naming or tab order changes handled without manual rework
- Duplicate rows across sheets detected and reconciled automatically
- Consolidation rules configured per workbook type your team uses
- Source sheet kept traceable in the combined output for audit
Data Quality and Anomaly Detection
- Missing values, outliers, and inconsistent entries flagged automatically
- Anomalies compared against historical patterns, not just fixed rules
- Data quality issues routed to a person before they reach a report
- Recurring quality issues surfaced so the source file can be fixed at the root
- Clean rows proceed automatically without a manual spot-check
Output Delivery and Formatting
- Processed data delivered directly into your destination system or report template
- Output formatted to match what your team already expects to see
- Delivery scheduled to match your existing reporting cadence
- Format changes updated centrally instead of edited file by file
- Original and processed versions both retained for reference
Built Around Your Workflow
Your existing systems are already the source of truth
WorkAgentic builds each workflow automation agent around the systems, rules, and approval logic your team already uses. Nothing about how your team works today needs to change. The agent runs in the background, and your team reviews exceptions and keeps final say.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
100+
systems we connect to
Any API
if it exports data, we connect
NetSuite
SAP
Salesforce
Xero
Oracle
Dynamics
Sage
100+
more systems
NetSuite, SAP, Salesforce, Xero, Sage Intacct, Workday, Oracle Financials, and any CRM or ERP with a structured API or data export
Case Studies
AI agents we have already built and deployed
Real deployments. Real outcomes. Each agent was built from scratch around the client's exact workflow.
Frozen Foods / CPGHow a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
Read case study
CPG / Consumer Packaged GoodsHow a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis.
The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
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Frozen Foods / CPGHow a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management.
However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
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CPG / Business Process OutsourcingHow a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms.
As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
Read case study
Watch the Agent Work
See a spreadsheet automation agent running live
A 3-minute walkthrough showing how the agent ingests spreadsheets from multiple sources, maps and standardizes the columns, validates the formulas, and consolidates everything into one clean output.
Spreadsheet ingested and structure detected automatically as it arrives
Columns mapped to your destination schema regardless of source layout
Formula and total mismatches flagged instead of passed through
Consolidated output delivered directly into your destination system
No commitment. We demo with a real workflow, not a sandbox.
Start with spreadsheet automation. Add more document processing agents as your team grows.
WorkAgentic deploys spreadsheet automation that reads incoming Excel and CSV files, standardizes and validates the data, and delivers a clean output, so nobody reformats a spreadsheet by hand before it can be used.
Contracts
Contract Data Extraction Agent
- Extract key terms, dates, and obligations from contracts automatically.
Document Classification Agent
- Classify incoming documents by type and routing destination before manual review.
Email Document Processing Agent
- Extract and route attachments from incoming email automatically.
Form Processing Agent
- Extract structured data from submitted forms and write to your destination system.
PDF Data Extraction Agent
- Pull structured data from PDFs of any format on a defined schedule.
Portal Document Processing Agent
- Retrieve documents from vendor and partner portals automatically.
Purchase Order Data Extraction Agent
- Extract line items, quantities, and pricing from purchase orders automatically.
Receipt Data Extraction Agent
- Extract vendor, amount, and category from receipts and route to your accounting system.
Spreadsheet Automation Agent
- Process incoming spreadsheets, validate data, and write to your destination system.
FAQ
Questions about spreadsheet automation
Clear answers on how the agent reads spreadsheets, validates formulas, and what your team stays responsible for.
Spreadsheet automation is an AI agent that reads incoming Excel and CSV files, maps columns to your destination schema, validates formulas and totals, consolidates multiple sheets or workbooks, and delivers a clean output, without anyone manually reformatting the file first.
PDF data extraction and form processing both start from a document, such as a PDF or scanned form, and extract data out of it. Spreadsheet automation starts from data that's already tabular, in Excel or CSV format, and focuses on mapping, validating, and consolidating it rather than extracting it from an unstructured source.
Yes. Columns are matched to your destination schema by meaning, not by fixed position, so renamed, reordered, or relabeled columns from different vendors, plants, or regions still map correctly without a separate setup for each source.
Yes. Totals and subtotals are checked against the underlying line items, and broken, missing, or inconsistent formulas are flagged instead of passed through silently.
Multiple sheets and workbooks are consolidated into one consistent output automatically, with duplicate rows detected and reconciled, and the original source sheet kept traceable in the combined file for audit.
Missing values, outliers, and inconsistent entries are flagged automatically and routed to a person for review before they reach a report. Clean rows proceed without a manual spot-check.
Processed data is delivered directly into your destination system or report template, formatted to match what your team already expects, on the schedule your reporting already follows.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
Get Started
Ready to stop reformatting spreadsheets by hand?
Book a free 30-minute spreadsheet automation review. We map your current sources and formats and show you where automation removes the most manual work first.
Book a Free Spreadsheet Automation Review